-73.8%
JBLU vs NVMI
+3,158.6%
-3,232.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.2% |
| 7D | -5.0% | -0.1% | -4.9% | -5.0% |
| 30D | -23.9% | -8.4% | -15.5% | -22.0% |
| 3M | -11.6% | -33.6% | +21.9% | -1.8% |
| 6M | -0.2% | -14.7% | +14.5% | +2.2% |
| YTD | -3.3% | +13.2% | -16.5% | -9.7% |
| 1Y | -15.4% | +29.0% | -44.4% | -24.6% |
| 3Y | -14.7% | +215.0% | -229.7% | -47.3% |
| 5Y | -70.0% | +268.6% | -338.6% | -82.8% |
| All | -73.8% | +3,158.6% | -3,232.4% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NVMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling